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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-12-10 |
Branch Locations
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
99 East Main Street Suite 200, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Franklin | TN | 09/2012 | Present |
| Highpoint Planning Partners | Franklin | TN | 09/2012 | Present |
(1) 07/29/2014 - HIGHPOINT ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - Investment Related - At Reported Business Location(s) - Start Date 07/15/2014 - 80 Hours Per Month/ 40 Hours During Trading (2) 07/29/2014 - HIGHPOINT ADVISOR GROUP, LLC -REGISTERED INVESTMENT ADVISOR DBA - Investment Related - At Reported Business Location(s) - Time Spent 20% (3) 06/24/2024 - Todd VanDerVoorn & Associates LPL Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/23/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-24 |
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